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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,173 | $65,041+47.9% | $90,965+5.7% | $79,858+20.4% |
| Participation rate | 90.0% | 61.6%+28.4pp | 69.0%+21.0pp | 69.6%+20.4pp |
| Annual return | 7.70% | 30.45%-22.8pp | 134.57%-126.9pp | 31.72%-24.0pp |
| Employer contribution / active EE | $2,643 | $1,247+111.9% | $2,122+24.5% | $2,471+7.0% |
| Participant deferral / active EE | $4,481 | $2,512+78.4% | $3,373+32.9% | $3,740+19.8% |
| Admin fee / account holder | $2,183 | $4,536-51.9% | $5,960-63.4% | $5,306-58.9% |